COMPARE · Data as of August 24, 2026
JD vs PDD
Verdict: Side-by-side breakdown using the Bull Rankings model. JD scored 56.6, PDD scored 68.1 — PDD leads.
Compare another set
JD
JD.com, Inc.
56.6
$29.20 · $39.4B
fundamentals as of
Score gap
11.5
PDD leads
PDD
PDD Holdings Inc.
68.1
$87.07 · $123.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestPDD9.2x
- Fastest growthJD+13.0%
- Strongest balance sheetPDD0.01
- Highest qualityPDD89 / 100
- Largest discount to fair valuePDD-64%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
JD
stronger →← stronger
PDD
51
Qualityreturns · margins · balance sheet
89
81
Growthrevenue & earnings expansion
81
80
Valuevaluation vs sector peers
79
JD and PDD split the three pillars evenly.
Fundamentals, head-to-head
JD
PDD
$3.5bB
FCF
$15.9bA-
+13.0%B+
Rev
+9.7%B
0.37A-
D/E
0.01A
19.5xB
P/E
9.2xA
0.68A-
PEG
0.82B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
JD
PDD
52% below
Price vs fair valuelower is cheaper
64% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-12%/yr
+59%
1-yr DCF upside
+122%
+110%
5-yr DCF upside
+179%
+213%
10-yr DCF upside
+289%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
JD
Why this score
- Buying back stock
- Foreign reporter (CNY)
PDD
Why this score
- Durable high returns
- Foreign reporter (CNY)
The companies
JDJD.com, Inc.
Why now
Internet Retail · market cap $39.4b. Down 21% from 52-week high of $36.86 — deep drawdown territory. Revenue growing +13%, comfortably above the S&P median. PEG 0.68 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $39.73 (implying +36% upside).
Moat
ROE 10% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 160% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 1.8% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
PDDPDD Holdings Inc.
Why now
Internet Retail · market cap $123.9b. Down 38% from 52-week high of $139.41 — deep drawdown territory. PEG 0.82 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $116.89 (implying +34% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 38% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where JD and PDD diverge
On the headline score the gap is 11.5 points in favor of PDD. The widest single difference is Quality, where PDD leads by 38.5 points.
- QualityJD 50.8 · PDD 89.3PDD +38.5
- ValueJD 80.5 · PDD 79.2level
- GrowthJD 80.7 · PDD 81.1level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.